Private Investors | Page 34 | Family Office Exchange

Private Investors

FOX serves the investment needs of wealthy individuals and family offices by providing educational resources, peer networking opportunities, and proprietary research to help investors make better investment decisions for their families.

Making Sense of Lower Readings on the Market's Fear Gauge

Parametric

Tuesday, May 11, 2021

What’s behind lower volatility forecasts: COVID-19 optimism or something more foreseeable? We take a deep dive into the numbers.

North Sky Capital Impact Report 2021

North Sky Capital

Monday, May 10, 2021

In this year’s newly enhanced report, North Sky dives deeper into a representative selection of its impact private equity and sustainable infrastructure investments, highlighting companies and projects that align with UN Sustainable Development Goals 3, 11 and 12 and showcasing the firm’s ninth i

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We can’t explore the future of the family office without first exploring the future of the family in a post-pandemic world. The next decade will increase the complexity enterprise families face and offer family offices new opportunities and challenges. And, as those enterprises grow more complex, the family office becomes more important to every family member—forcing them to be more strategic, more integrated, and more professional.

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2021 Cybersecurity Update

Wednesday, May 5, 2021

This annual cybersecurity update covers the leading threats you need to be aware of to keep your clients and your firm protected. 2021 cybersecurity trends and best practices will be shared.

It's Always Tax-Loss Harvesting Season

Parametric

Wednesday, May 5, 2021

Investors occasionally look to their municipal bond portfolio for loss-harvesting opportunities that reduce the impact of capital gains taxes on portfolio returns. Learn how an active tax-loss management strategy ensures year-round performance, maximizes tax alpha, and minimizes costs.

2021 FOX Global Investment Survey Member Report

Family Office Exchange

Monday, May 3, 2021

The FOX Global Investment Survey is designed to aid wealth owners and family office executives review the family’s annual investment goals, current allocation and performance decisions.

FOX 2021 Global Investment Survey Highlights

Friday, April 30, 2021

One of FOX’s invaluable member benefits is the peer perspective gleaned from participating in FOX surveys.

Deliberate Evolution vs. Mutation in Public Equities Markets

Wednesday, April 28, 2021

A well-intentioned and deliberate approach to adjusting public equity market structure through regulation can result in positive outcomes for investors, but that approach isn’t always what drives change in global equity markets.